Casey Paton, CFA®, CFP®

Casey Paton is a Partner and Senior Wealth Advisor in the Beacon Pointe Boston office, specializing in portfolio management, financial and estate planning, and general tax mitigation strategies.

Casey concentrates much of his practice on implementing portfolio strategies that help clients navigate unrealized capital gains on both appreciated equity and real estate assets. With respect to real estate and tax management, Casey is experienced with the implementation of 1031 exchange ‘off-ramp’ solutions that can be incorporated within a broader wealth management plan.

Prior to joining Beacon Pointe, Casey spent over twenty years working in institutional finance and private wealth management. His career started in Boston, followed by a six-year move to New York City, before returning to New England with his growing family. Casey has spent a significant portion of his career working for major financial institutions including State Street Global Advisors, Credit Suisse, Merrill Lynch, Silicon Valley Private Bank, and First Citizens Wealth. His personal investment experience ranges from building cost-efficient investment portfolios, to trading individual stocks and bonds, to investing in real estate and private placements.

Casey holds a bachelor’s degree in finance from Villanova University and a master’s degree in finance from Boston College. He currently holds both the Chartered Financial Analyst (CFA®) designation and CERTIFIED FINANCIAL PLANNER® certification.

In addition to his day-to-day responsibilities as a wealth advisor, Casey has been on several boards of non-profit organizations. His most recent board role was with Ukulele Kids Club, a non-profit organization whose mission is to provide musical instruments to kids at various hospitals across the country.

Casey currently resides in Lynnfield, Massachusetts, with his wife and two boys. When he’s not in the office, you’ll generally find him out coaching youth sports around Boston. Every summer he looks forward to catching a game at Fenway Park, and vacationing on the North Fork of Long Island. Casey is an avid sports and music fan, and over the years he’s managed to build quite an extensive baseball card collection, as well as a diverse selection of vinyl records.